PTA Expenses Made Easy
The simple, easy, fast way to manage expense requests for your parent-teacher organization
Ditch paper forms and checks
Configure PTA cash for the bylaws for who approves what in your organization
- No account required for teachers submitting expenses.
- Notifications to all signers for new expenses to review.
- Automatic generation of digital expense approval and electronic payment forms. Send reimbursements directly from your bank's bill pay system.
Reimbursements
Receipt formats
Role types
Signing stages
How it works
Getting started is easy. And reviewing expenses is even easier.
Signup
Setup your PTA with a few basics like the name and address.
Customize
Add your logo and any special instructions for submitting requests.
Configure
Define who reviews, signs, and approves requests.
Share
Give the custom link to your members to submit their expenses.
Review
All required signers get notified when new requests come. Sign right in the app and authorize electronic payments.
More
Audit and review historical expenses. Upload your budget and track spending.
Features
Everything you need from the expensive general purpose solutions, plus feature specifically catered to the unique needs of a PTA.
Login-free submission
Your teachers and members don't need to create an account to submit expenses. Just fill out the form and go.
Budget Matching
Submitters suggest a budget category when submitting their expenses. You update if needed and see how much budget remains before approving in real time.
Pre-approvals
Designate chair positions that pre-approve expense requests for specific categories.
Process Tracking
Keep your workflow in sync and track progress. Record when an expense is paid and recorded in the books.
Pricing
We know you'll find PTA Cash to be the absolute easiest way to manage expenses for your organization. Find out for yourself and try it free for 3 months.
Free Trial
$0 / 3 months
- 20 expenses
- Budget tracking
- 5 signers
- Custom signatures
- Live onboarding and support
- 7 year history
Essentials
$500 / year
- 200 expenses
- Budget tracking and pre-approval
- 10 signers
- Custom signatures
- Live onboarding and support
- 7 year history
Premium
$1000 / year
- Unlimited expenses
- Budget tracking and pre-approval
- Unlimited signers
- Custom signatures
- Live onboarding and support
- 15 year history
Frequently Asked Questions
Have a question that isn't answered below or want to talk through something else. Get in contact with us at contact@ptacash.com.
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Can PTA Cash be configured to have alternate signers?
Yes, the signing rules are highly configurable. You can require one signature from your treasurer and one signature from either your president or vice president. You can also require any two signers from a pool of four. But these are just a few common examples.
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How does PTA Cash avoid paper forms and checks?
PTA Cash records electronic signatures from your designated board members on two specific PTA forms:
- A request for reimbursement form that you are likely familiar with.
- A co-signed authorization for EFT / Bank Bill Pay - this then allows you to send a check via your bank's bill pay system as you've collected the multiple signers approval as required by your organization's bylaws.
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How do I know when a new request comes in?
Once a request is ready for your signature, you'll receive an email letting you know something needs your review. This means that if you've configured your organization to have a chair pre-approve, check-signers approve, and an auditor sign for review, each person will get a notification when the people in the previous roles have completed their review.
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How are role transitions handled?
At the end of every fiscal year, each user is asked to renew or retire their position in their role. This leaves their name and signature attached to all of the requests they signed while a new person can take over that email account and begin signing as a new person.
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What happens if a previous board member does not retire their role?
Once the new person holding that position signs into the account, they will be asked to retire the old user on their behalf. At that point, they can setup their own name and signature and begin reviewing requests.
Contact
We'd love to talk if there is anything we can answer or help with. Shoot us a note.